Site settings

These are the things only a Confluence administrator can do, and they are the ones that save every space administrator repeating themselves. They live in Global settings, which you can open two ways: from Global settings under Manage in the Approval sidebar, which only site administrators see, or from Confluence administration.

Where

What is there

The Approval tab

Teams, Team permissions, Auth tokens, Migration and Slack channels

The Notifications tab

Email, Slack and Microsoft Teams: connecting them and their site-wide switches

The Features tab

On and off switches for features, including the approval status banner

Opened from inside Approval, the same settings appear on one page: the feature switches first, then each section.


#Teams

Create and edit global approval teams, available in every space on the site. See Manage approval teams for the day to day of running them.

Turning on show in all spaces for a team makes it usable everywhere without a space administrator lifting a finger, using these defaults.

Setting

Value when shown in all spaces

Enabled

ON

Minimum approvers

The team size

Minimum rejections

1

Expiry

None

Publish on approval

OFF
Capable Approval site settings with the Teams tab open, showing the Create Team button and an empty team list
The Teams section. Select Create Team to add a global team that every space can use.

#Team permissions

Who may create, edit and delete global teams. Empty by default, which means Confluence administrators only.

This list governs global teams only. A space administrator can always manage teams inside their own space, whatever is set here. See Who can do what.

Team permissions tab with the Add users or groups button and a list of groups, the locked administrator groups shaded grey
Locked entries are shaded grey. Anything else can be removed with its cross.

#Auth tokens

Check whether somebody has an authenticator enrolled, see when they set it up, and clear it if they have lost their device. One person at a time.

You can

Notes

See enrolment status and date

Search by user.

Clear an enrolment

The person enrols again themselves next time they approve.

Create an enrolment for somebody

Not possible, deliberately. A signature nobody else could have made is the whole point.


#Migration

Bring approvals across from the standalone Capable Approval app, or from another Confluence approvals app. Moving from the standalone app is a guided sequence of steps that starts in that app. See Move from standalone Capable Approval.


#Notifications, Slack and Microsoft Teams

Connecting Slack and Microsoft Teams, and the site-wide switches for email, Slack and Teams, are on the Notifications tab. Channel notifications for Slack are set up in the Slack section of the Approval tab, or from Set up on the Slack card. What your team actually gets is in Slack and Microsoft Teams.

Setting

Default

Email notifications

ON

Slack connection

Not connected. One workspace per site.

Slack approval actions

OFF

Slack channels

None

Spaces per channel

None

Event types per channel

None enabled. Choose from requests, approvals, rejections, comments, status changes and expirations.

Microsoft Teams connection

Not connected. One Microsoft 365 organisation per site.

Microsoft Teams approval actions

OFF

The two approval actions switches put Approve and Reject buttons on messages, and they are the ones people ask for by name. Invite the Capable bot to a Slack channel before adding it. Each person can still turn any channel off for themselves; see Notifications.

Slack tab in Capable Approval site settings with the Add channel button and no channels set up yet
The Slack channels section. Invite the Capable bot to a channel, then select Add channel.

#The approval status banner

The site-wide switch for the banner across the top of pages is Approval status banner, on the Features tab and at the top of Global settings inside Approval. It is off by default. Individual spaces can follow it, force it on, or force it off from the Banner tab in their Space settings. Banner states are approved, rejected, in review and expired. See The approval macro for the in-page alternative.

Space Approval Settings Banner tab with options to follow the site setting, show the banner in this space, or hide it in this space
In a space, the Banner tab decides whether that space follows your site-wide choice or overrides it.

#A few things that catch people out

  • Global and space-level team management are separate permissions. Being a space administrator gives you none of these settings, and the Global settings entry does not appear in your sidebar.

  • One Slack workspace and one Microsoft 365 organisation per Confluence site. There is no per-space connection.

  • Requiring a code to approve is a space setting, not a site one. There is no site-wide equivalent.

  • Show in all spaces is convenient but inflexible. Use it for teams whose rules genuinely never vary.



Set these once, and every space inherits them.